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Summit Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Summit Wealth Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.34M Buy
14,746
+10,400
+239% +$3.16M 0.69% 41
2025
Q4 		$1.4M Buy
4,346
+1
+0% +$310 0.26% 68
2025
Q3 		$1.37M Buy
4,345
+1
+0% +$297 0.25% 69
2025
Q2 		$1.26M Sell
4,344
-320
-7% -$81.7K 0.24% 71
2025
Q1 		$1.14M Buy
4,664
+53
+1% +$13.5K 0.23% 71
2024
Q4 		$1.11M Sell
4,611
-1,012
-18% -$236K 0.23% 77
2024
Q3 		$1.19M Buy
5,623
+297
+6% +$62.6K 0.23% 82
2024
Q2 		$1.08M Buy
5,326
+2
+0% +$391 0.22% 79
2024
Q1 		$1.07M Buy
5,324
+1
+0% +$180 0.23% 75
2023
Q4 		$905K Sell
5,323
-1,901
-26% -$288K 0.21% 76
2023
Q3 		$1.05M Buy
7,224
+323
+5% +$48.4K 0.27% 58
2023
Q2 		$1M Sell
6,901
-33
-0.5% -$4.54K 0.25% 62
2023
Q1 		$904K Buy
6,934
+2,033
+41% +$279K 0.23% 71
2022
Q4 		$657K Buy
4,901
+7
+0.1% +$887 0.17% 86
2022
Q3 		$511K Hold
4,894
– – 0.14% 85
2022
Q2 		$551K Buy
4,894
+3,100
+173% +$384K 0.15% 86
2022
Q1 		$245K Hold
1,794
– – 0.06% 148
2021
Q4 		$284K Buy
1,794
+105
+6% +$17.2K 0.06% 135
2021
Q3 		$276K Buy
1,689
+15
+0.9% +$2.35K 0.07% 127
2021
Q2 		$260K Hold
1,674
– – 0.06% 137
2021
Q1 		$255K Buy
1,674
+12
+0.7% +$1.73K 0.07% 134
2020
Q4 		$211K Buy
+1,662
New +$186K 0.06% 138
2020
Q1 		– Sell
-1,812
Closed -$253K – 118
2019
Q4 		$253K Buy
+1,812
New +$232K 0.09% 101

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Summit Wealth Partners's JPM Position: Q1 2026 in Review

Summit Wealth Partners increased its JPMorgan Chase (JPM) stake by 239% in Q1 2026, buying an estimated $3.16M and bringing the position to 14,746 shares worth $4.34M. The position accounts for 0.69% of the portfolio, ranked #41.

Summit Wealth Partners first reported a position in JPM in Q4 2019 and has held it in 23 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Summit Wealth Partners held 14,746 shares of JPMorgan Chase worth $4.34M as of Q1 2026.
  • Summit Wealth Partners bought 10,400 JPMorgan Chase shares in Q1 2026, an estimated $3.16M.
  • JPMorgan Chase made up 0.69% of Summit Wealth Partners's portfolio in Q1 2026, its #41 holding.
  • Summit Wealth Partners first reported a position in JPMorgan Chase in Q4 2019 and has held it in 23 quarters since.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.